Website Inbound Lead Collection & CRM Integration
Capture leads from your website, send a personalized thank-you email, create a lead in HubSpot, and notify your team—all automatically.
Main use cases:
- Capture leads from website forms automatically.
- Send a personalized thank-you email to each new lead.
- Create or update contact/lead in HubSpot CRM.
- Notify internal team via email about new lead.
How it Works:
This workflow automates your lead capture and follow-up process, ensuring no opportunity is missed. Here's how it works:
1. Website Form Submission
- A visitor submits a lead form on your website.
- Lead details like name, email, company, and message are captured instantly.
2. Personalized Thank-You Email
- A customized thank-you email is sent to the lead automatically.
- This builds trust and confirms receipt of their inquiry.
3. Create Lead in HubSpot
- The lead’s information is pushed into HubSpot as a new contact or lead.
- Duplicate checks ensure no repeat entries.
4. Internal Notification
- An email notification is sent to your team with lead details.
- Your team can follow up immediately with a full profile in hand.
